Next-Generation Financial Education

The Saxon Financial Group next-generation education program intends to provide the necessary resources and knowledge to our client’s families so that they may be the best steward of their assets. These meetings are a safe place to have confidential conversations about financial matters so that you can acquire the skills necessary to live a fulfilled life without fear or concern about money.

We will arrange a meeting with you via Zoom or in-person for a meet and greet to review the program. We will:

Discuss 1-2 topics from the provided list
Discover your interests
Set up a follow-up meeting and select topics to discuss
Provide post-meeting notes

How Do I Make My Money Make Money?

Liquidity
Cash Flow
Tax Deferral
Why Invest?
The Difference Between Investing and Speculation
What Is the Difference Between a Stock, Bond, ETF?
How Do I Generate Income from My Investments?

Setting your goals, both long-term and short-term, is where we start. After we know what you want to accomplish, we look at how those goals and saving for them will fit in with your day-to-day expenses and how we can save along the way.

Going through this educational program helps you see a clearer picture on issues of:

How do I know if the career I choose will support my desired lifestyle?
What is my perception of money?
Learn how to respect money as a tool and not give it too much power

What can we do for you?

Contact us to schedule a consultation and learn how our portfolio management services can help you reach your financial goals.

Phone:

+713-425-5340

Email:

[email protected]

Location:

1177 W Loop S #1825,
Houston, TX 77027, United States

Tell us how we can help you today

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Additional Resources

Education Planning: Funding Your Children’s Future Without Sacrificing Your Retirement

Saving vs. Investing: Finding the Right Balance for Your Financial Future

Building a strong financial foundation starts with balancing saving and investing. Saving offers security and flexibility for short-term needs, while investing helps your money grow for long-term goals. Combining both creates stability today and opportunity for tomorrow.

Common Estate Planning Mistakes—and How to Avoid Them

Estate planning is crucial for protecting your loved ones and preserving your legacy, yet many people make costly mistakes that leave families facing conflict and financial setbacks. This guide highlights some of the most common estate planning errors in 2025. It also provides practical strategies to avoid these pitfalls, ensuring your plan stays current, compliant, and effective. With professional guidance, regular updates, and clear communication, you can safeguard your assets and make sure your wishes are honored.

Why Estate Planning Matters

Estate planning is more than distributing assets—it’s about protecting your loved ones, preserving your legacy, and ensuring your wishes are honored. This guide explains why planning matters, the essential documents you need, and how wills, trusts, and smart tax strategies can save your family stress, time, and money.

What Is Generational Wealth And How To Build It

This blog explores the true meaning of generational wealth and why it’s more than just passing down money. It explains how families can intentionally build, preserve, and grow assets—such as investments, real estate, or businesses—to give future generations a stronger financial foundation. Readers will learn about the importance of planning, financial education, and open family conversations to ensure that wealth provides lasting benefits and doesn’t disappear within a few generations. The post offers insights into how generational wealth can help break cycles of financial stress and create opportunities that empower children and grandchildren to succeed.

Bull and Bear Market: What’s the Difference?

Explore how understanding bull and bear markets can help you make sense of the stock market’s dramatic ups and downs. This blog explains how market cycles work—showing when investor confidence is high and prices rise (bull market), or when caution prevails and values fall (bear market). Learn why these shifts are a natural part of investing, and how recognizing them can build your confidence as you start your financial journey.

Next-Generation Financial Education

Welcome Meeting

Topics To Discuss

Goal Setting

What You Gain

What can we do for you?